Last Updated: April 2026

Invest Karo India is a brand/trade name used by Kamlesh Somani, AMFI Registered Mutual Fund Distributor (ARN-129707), having office at 1st Floor, Block No. 3, Ambay Market, F-59, opposite Hotel Solista, Chittorgarh, Rajasthan – 312001.

We respect your privacy and are committed to protecting your personal data in accordance with the Digital Personal Data Protection (DPDP) Act, 2023, SEBI regulations, and AMFI guidelines.

We may collect the following personal information when you use our website or avail our services:

Personal Details: Name, mobile number, email address, date of birth.

KYC Documents: PAN Card, Aadhaar Card, address proof, photograph — as required under SEBI/KYC norms.

Financial Information: Investment preferences, risk profile, bank account details, existing investment details.

Website Usage Data: IP address, browser type, pages visited, and cookies — collected automatically when you browse our website.

Your data is collected and processed only for the following specified purposes:

Investment Services: To facilitate investments in Mutual Funds, SIPs, and other financial products.

Regulatory Compliance: To meet requirements under SEBI, AMFI, KYC Registration Agencies (KRAs), Income Tax, and other applicable laws.

Communication: To send you service updates, transaction confirmations, and investment-related information. We do not send unsolicited promotional messages.

Grievance Redressal: To process and respond to your complaints or queries.

We do not sell, rent, or misuse your personal data. Your information may be shared only in the following circumstances:

Regulatory & Legal Requirements: With SEBI, AMFI, Income Tax authorities, KRAs, or any other statutory body as required by law.

Service Providers: With AMCs (Asset Management Companies), RTAs (Registrar and Transfer Agents), BSE Star MF, NSE NMF, and InvestWell platform (a SEBI/AMFI compliant third-party software used for portfolio management and transaction processing) — solely to facilitate and process your investment transactions. These platforms maintain their own data privacy and security standards.

Legal Obligations: If required by a court order or lawful authority.

Your data is never shared with third parties for marketing or commercial purposes without your explicit consent.

We retain your personal data only for as long as necessary to fulfil the purposes mentioned above, or as required by applicable laws. In general:

KYC and investment-related records are retained for a minimum of 8 years as required under SEBI/PMLA regulations.

Website inquiry data is retained for up to 3 years from the date of collection.

As a data principal, you have the following rights:

Right to Access: You may request details of what personal data we hold about you.

Right to Correction: You may request correction of inaccurate or incomplete personal data.

Right to Erasure: You may request deletion of your data, subject to regulatory retention requirements.

Right to Grievance Redressal: You may raise a complaint regarding the processing of your personal data.

To exercise any of the above rights, please contact our Grievance Officer (details below).

Our website may use cookies to improve user experience and analyse website traffic. You may choose to disable cookies through your browser settings. Disabling cookies may affect certain features of the website.

We implement appropriate security measures to protect your personal data from unauthorised access, disclosure, alteration, or destruction. However, no method of internet transmission is 100% secure, and we cannot guarantee absolute security.

8. Third-Party Links

This website contains links to external websites (SEBI, AMFI, AMCs, etc.) for your convenience. We are not responsible for the privacy practices or content of such third-party websites.

9. Grievance Officer

Name: Kamlesh Somani

Email: ksnext80@gmail.com

Phone: +91 9828449993

Address: 1st Floor, Block No. 3, Ambay Market, F-59, opposite Hotel Solista, Chittorgarh, Rajasthan – 312001

Complaints will be acknowledged within 3 working days and resolved within 30 days.

10. Policy Updates

We may update this Privacy Policy periodically. The updated policy will be posted on this page with a revised date. Continued use of our website after any changes constitutes your acceptance of the updated policy.